Silver Heights Capital Management 13F filings and top holdings and stakes

Silver Heights Capital Management as of June 30, 2026

Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 4 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Iridium Communications (IRDM)	55.4	$180M	3.3M	54.85
Heico Corp Cl A (HEI.A)	15.7	$51M	197k	257.91
CarMax (KMX)	14.9	$48M	913k	52.89
Adobe Systems Incorporated (ADBE)	14.0	$45M	221k	205.02

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